SPTS icon

SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

391 hedge funds and large institutions have $4.98B invested in SPDR Portfolio Short Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 144 increasing their positions, 135 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
391
Holders Change
+15
Holders Change %
+3.99%
% of All Funds
5.2%
Holding in Top 10
34
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.86%
% of All Funds
0.45%
New
68
Increased
144
Reduced
135
Closed
45
Calls
$285M
Puts
$225M
Net Calls
+$59.4M
Net Calls Change
+$89.9M

Top Buyers

1
CCA
Cobblestone Capital Advisors
New York
+$41.4M
2
Ameriprise
Ameriprise
Minnesota
+$39.7M
3
MFG
Merit Financial Group
Georgia
+$19.4M
4
Wells Fargo
Wells Fargo
California
+$18.5M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$17.7M

Top Sellers

1
GI
GLOBALT Investments
Georgia
-$149M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$29M
3
Bank of America
Bank of America
North Carolina
-$20.7M
4
Morgan Stanley
Morgan Stanley
New York
-$20.2M
5
RBA
Richard Bernstein Advisors
New York
-$17.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
JSL
176
JT Stratford LLC
Georgia
$1.48M -$61.2K -2,109 -4%
ACG
177
Allen Capital Group
Nebraska
$1.41M +$300K +10,331 +27%
Luther King Capital Management (LKCM)
178
Luther King Capital Management (LKCM)
Texas
$1.4M -$1.42M – –
SC
179
Savant Capital
Illinois
$1.31M -$123K -4,252 -9%
CWM
180
Centric Wealth Management
Illinois
$1.28M -$3.04M -104,833 -70%
TW
181
TrinityPoint Wealth
Connecticut
$1.27M -$125K -4,316 -9%
PS
182
Principal Securities
Iowa
$1.24M +$516K +17,795 +71%
SA
183
Sovran Advisors
California
$1.2M +$1.2M +41,352 New
LMKC
184
L.M. Kohn & Company
Ohio
$1.18M -$295K -10,156 -20%
US Bancorp
185
US Bancorp
Minnesota
$1.14M +$393K +13,531 +52%
SAS
186
SMI Advisory Services
Indiana
$1.14M +$58.9K +2,036 +5%
IAN
187
Integrated Advisors Network
Texas
$1.14M +$349K +12,021 +44%
GM
188
GeoWealth Management
Illinois
$1.13M -$617K -21,264 -35%
HS
189
Horan Securities
United States
$1.11M +$156K +5,364 +16%
MFWM
190
Motley Fool Wealth Management
Virginia
$1.1M +$1.1M +38,086 New
FHA
191
Flagship Harbor Advisors
Massachusetts
$1.1M -$164K -5,639 -13%
CCFM
192
Clear Creek Financial Management
Washington
$1.05M -$281K -9,684 -21%
PTC
193
Private Trust Company
Ohio
$1.01M -$4.87K -168 -0.5%
WWM
194
Western Wealth Management
Colorado
$989K +$299K +10,312 +43%
PWM
195
Prosperity Wealth Management
California
$984K -$78.8K -2,718 -7%
LA
196
Lifeworks Advisors
Michigan
$948K +$9.11K +314 +1%
TDC
197
Thompson Davis & Co
Virginia
$932K +$289K +9,950 +45%
WT
198
Whittier Trust
California
$929K – – –
SW
199
SMART Wealth
Nebraska
$922K -$1.88M -64,852 -67%
WTFG
200
Wells Trecaso Financial Group
Ohio
$903K +$199K +6,845 +28%
6 7
8
9 10